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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,598 | $152,592-72.1% | $125,180-66.0% | $152,885-72.1% |
| Participation rate | 46.7% | 83.3%-36.7pp | 79.8%-33.1pp | 82.5%-35.8pp |
| Annual return | 23.60% | 54.84%-31.2pp | 43.79%-20.2pp | 345.39%-321.8pp |
| Employer contribution / active EE | $81 | $4,947-98.4% | $3,866-97.9% | $4,763-98.3% |
| Participant deferral / active EE | $3,613 | $5,868-38.4% | $4,937-26.8% | $5,851-38.3% |
| Admin fee / account holder | $328 | $13,435-97.6% | $9,703-96.6% | $11,598-97.2% |